Tria Gen Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Tria Gen Wealth Management LLC

  • $355 Million
  • Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 515 shares of IVV stock, worth $341,949. This represents 0.1% of its overall portfolio holdings.

Number of Shares
515
Previous 515 -0.0%
Holding current value
$341,949
Previous $319,000 7.84%
% of portfolio
0.1%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$498.8 - $620.9 $58,858 - $73,266
-118 Reduced 18.64%
515 $319,000
Q2 2024

Jul 18, 2024
BUY
$497.53 - $549.64 $497 - $549
1 Added 0.16%
633 $346,000
Q1 2024

Apr 23, 2024
BUY
$469.56 - $525.73 $1,408 - $1,577
3 Added 0.48%
632 $332,000
Q4 2023

Jan 22, 2024
BUY
$412.55 - $479.0 $9,076 - $10,538
22 Added 3.62%
629 $300,000
Q3 2023

Oct 23, 2023
SELL
$427.76 - $460.18 $47,481 - $51,079
-111 Reduced 15.46%
607 $260,000
Q1 2023

Apr 24, 2023
BUY
$381.13 - $418.66 $14,101 - $15,490
37 Added 5.43%
718 $295,000
Q4 2022

Feb 09, 2023
BUY
$357.98 - $409.32 $243,784 - $278,746
681 New
681 $261,000

Others Institutions Holding IVV

# of Institutions
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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